Jonathan David White
Investment adviser representative at White Hawk Wealth Management
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$131.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- White Hawk Wealth ManagementMar 2026 to now
- Western Wealth Management, LLCFeb 2017 to now
- LPL Financial, LLCFeb 2017 to May 2026
- Edward JonesJan 2011 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
White Hawk Wealth Management
Legal name: White Hawk Wealth Management, Inc.
$131.2MAssets managed
153Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5882055
- Firm CRD
- 341034